Who We Are | Clexperus

The Team Behind Every Client Relationship

Complex wealth is rarely served well by one person working alone. Clexperus is structured as a coordinated advisory practice — a lead relationship, dedicated support, institutional investment resources, and specialist orchestration working as one team on your behalf.

LEAD

Lead Wealth Advisory

Strategy, relationship continuity, and coordination across your full financial picture — investments, planning, tax, estate, and liquidity events.

PLAN

Planning & Analysis

Financial modeling, scenario analysis, and integrated plan design — the analytical depth behind every recommendation.

OPS

Client Operations

Onboarding, account maintenance, reporting logistics, and day-to-day coordination so your plan keeps moving forward.

INV

Investment Platform

AGP research, trading, custody, and institutional access — public markets, alternatives, and portfolio implementation.

NET

Specialist Network

Your CPA, estate counsel, insurance advisors, and other specialists — orchestrated around a single plan, not working in silos.

TECH

Technology & Reporting

Consolidated reporting, secure document sharing, and planning tools that keep your full balance sheet visible and current.

Leadership

Founder & Lead Wealth Advisor

Maria Dontsis, CFP®, CPWA®, CDFA®

Stanford LEAD · 11+ years Morgan Stanley · Miami & Toronto

Maria leads every client relationship at Clexperus and coordinates the planning, operational, and institutional resources behind each engagement. Her background spans Moscow, Toronto, and Miami — and more than a decade advising high-net-worth clients at Morgan Stanley before founding an independent practice built for complexity.

She is the relationship anchor — not the entire firm. Connect on LinkedIn →

Institutional foundation

Backed by A.G.P./Alliance Global Partners

Clexperus is a registered branch office of AGP — giving clients institutional trading, research, compliance infrastructure, and custody resources, with the agility and personal attention of an independent advisory practice.

Institutional research and investment resources
Trading, custody, and operational infrastructure
Compliance and supervisory framework
Access to alternatives and structured products where appropriate

Meet the Practice

A conversation is the right first step. We will walk through how our team model fits your situation — and how we coordinate with the specialists you already trust.

Schedule a Call

Clexperus is a registered branch office of A.G.P./Alliance Global Partners. Advisory services offered through AGP. Clexperus does not provide tax preparation, legal advice, or insurance underwriting.

How We Work: One Relationship, Many Capabilities

We act as the financial quarterback — the coordinating partner who keeps strategy, implementation, and specialist input aligned. Your lead advisor owns the relationship and the plan. Planning analysis, operations, investment platform access, and external specialist coordination work together so nothing falls through the cracks.

We are built for clients whose wealth spans investments, operating businesses, cross-border structures, and generational planning — situations that require more than one person working in isolation.

Every client relationship is led by a dedicated wealth advisor. Behind that relationship sits planning support, client operations, institutional investment resources, and a specialist network we coordinate on your behalf — CPAs, estate attorneys, insurance professionals, and other experts already on your team.

You get the continuity of a trusted lead advisor with the depth of a firm built to serve complexity.

Our Vision

We aim to support entrepreneurial families with a forward-thinking, thoughtfully designed advisory experience. Our mission is to guide clients through each phase of wealth - creation, management, and legacy - using technology, perspective, and a personalized approach. Informed by experience within large institutions, we offer a proactive, coordinated model focused on each client’s objectives.

Client Centered

At Clexperus, values are not just words - they are the operating system of our firm. Everything we do is built on trust, clarity, and long-term alignment with our clients.Our business is built on a foundation of thoughtful client relationships.

Trust & Integrity

We provide clear guidance, free of hidden agendas. Our advice is grounded in what is right for you - always.

Long-Term Alignment

We believe in consistent progress. Big outcomes come from small wins sustained over time.

Proactive, Not Reactive

We think ahead, act early, and position our clients before the moment demands it.

Client Experience

Our service is grounded in care, consistency, and professional excellence - every client, every time.

Transparency

No fine print. No hidden fees. Just full clarity and honest conversations.

Power of Simplicity

Complexity is not a virtue. We help you cut through the noise, so decisions are smarter, faster, and more confident.

Next Steps: Start With a Conversation

Whether you are building toward a liquidity event, refining retirement timing, or aligning a complex balance sheet across advisors — choose a time below. We’ll explore how integrated planning fits your situation and your team.